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Automatically create Recruitee candidate profiles from new Insightly contacts or opportunities. Latenode's visual editor simplifies complex data mapping, while affordable execution pricing makes scaling your talent pipeline easier than ever.
Connect Insightly and Recruitee in minutes with Latenode.
Create Insightly to Recruitee workflow
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Insightly
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Create a New Scenario to Connect Insightly and Recruitee
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Insightly, triggered by another scenario, or executed manually (for testing purposes). In most cases, Insightly or Recruitee will be your first step. To do this, click "Choose an app," find Insightly or Recruitee, and select the appropriate trigger to start the scenario.
Add the Insightly Node
Select the Insightly node from the app selection panel on the right.
Insightly
Configure the Insightly
Click on the Insightly node to configure it. You can modify the Insightly URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Recruitee Node
Next, click the plus (+) icon on the Insightly node, select Recruitee from the list of available apps, and choose the action you need from the list of nodes within Recruitee.
Insightly
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Recruitee
Authenticate Recruitee
Now, click the Recruitee node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Recruitee settings. Authentication allows you to use Recruitee through Latenode.
Configure the Insightly and Recruitee Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Insightly and Recruitee Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Recruitee
Trigger on Webhook
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Insightly
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring Insightly, Recruitee, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Insightly and Recruitee integration works as expected. Depending on your setup, data should flow between Insightly and Recruitee (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Recruitee + Insightly + Slack: When a candidate's stage is updated in Recruitee, this automation updates the corresponding contact in Insightly and sends a notification to a specified Slack channel.
Recruitee + Insightly + Google Sheets: When a new candidate is added in Recruitee, a contact is created in Insightly and the candidate's data is logged in a Google Sheets spreadsheet.
About Insightly
Sync Insightly CRM with other apps inside Latenode to automate sales processes. Update records, trigger follow-ups, or create tasks based on new leads or deals. Latenode offers flexible logic, custom JavaScript, and direct data transfer between Insightly and other services, improving your sales workflow without code.
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About Recruitee
Automate your hiring process with Recruitee in Latenode. Trigger workflows on new applications to screen candidates, send automated messages, and update other systems. Connect Recruitee to HR tools for seamless data flow and custom talent pipelines. Simplify recruiting tasks using Latenode's visual editor and scaling options.
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How can I connect my Insightly account to Recruitee using Latenode?
To connect your Insightly account to Recruitee on Latenode, follow these steps:
Can I automate candidate data transfer from Recruitee to Insightly?
Yes, you can! Latenode allows automated data transfers between Recruitee and Insightly, ensuring your sales team has the latest candidate info directly in their CRM. Scale effortlessly with no-code ease.
What types of tasks can I perform by integrating Insightly with Recruitee?
Integrating Insightly with Recruitee allows you to perform various tasks, including:
How does Latenode handle Insightly data security during the integration?
Latenode uses secure authentication protocols and encryption to protect your Insightly data. Data is only accessed and processed as defined in your workflows.
Are there any limitations to the Insightly and Recruitee integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: